The Rundown

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26 snips
Sep 20, 2025 • 12min

Deep Dive: Did Meta Just Have its iPhone Moment?

Meta's new AI-powered smart glasses, the Ray-Ban Display, are being hailed as a potential game-changer. At $799, these glasses feature a built-in screen and a neural wristband for gesture control, but is this really Meta's iPhone moment? The discussion covers Meta's multi-billion dollar investment in Reality Labs, competing giants like Apple and Google, and the significant risks tied to Chinese manufacturing. Can smart glasses genuinely replace smartphones, or will they become another failed wearable tech?
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9 snips
Sep 19, 2025 • 10min

SEC Explores Removing Quarterly Reporting, Elon Musk Lays out Roadmap for xAI

Discover the latest insights on the small-cap market surge after the Fed's rate cut. The SEC is considering a shift to semiannual reporting, sparking discussions on its potential impact. Elon Musk reveals his ambitious roadmap for xAI and its growth strategy. Plus, hear the intriguing tale of Kevin Durant regaining access to his lost Bitcoin account, possibly reaping huge rewards from his 2016 investment. A mix of market trends and financial stories that keep you informed and entertained!
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17 snips
Sep 18, 2025 • 10min

Nvidia Invests $5B Into Intel, Lyft Partners with Waymo for Robotaxis in Nashville

The latest market reactions after the Fed's recent rate cut lead to exciting tech news. Nvidia is making waves with a massive $5B investment in Intel, shaking up the chip industry. Meanwhile, Lyft teams up with Waymo for a groundbreaking robotaxi service in Nashville, hinting at the future of transportation. There's also buzz around Novo Nordisk's weight-loss drug success and Cracker Barrel facing challenges at the dinner table. Plus, a fun tidbit about Jeff Bezos' investment journey before Amazon!
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24 snips
Sep 17, 2025 • 10min

Trump Pushes Back Enforcement of TikTok Ban, StubHub to Make IPO Debut

The podcast dives into the stock market's calm as it anticipates a possible interest rate cut. Trump stirs the pot by delaying the TikTok ban while Oracle's group seeks control over a U.S. version of the app. The discussion shifts to StubHub's IPO debut amid concerns over growth and profitability. A further twist reveals China favoring domestic tech by blocking NVIDIA chips, creating winners and losers among corporate giants. It's a whirlwind of market shifts and tech drama!
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32 snips
Sep 16, 2025 • 10min

Meta to Unveil New AI Smart Glasses, Oracle's TikTok Buyout Speculation Grows

Explore the latest innovations as Meta gears up to release AI smart glasses that are shaking up the tech landscape. Delve into Oracle's trending stock amid speculation of a TikTok buyout, contrasting sharply with Dave & Buster's recent struggles. Witness how Amazon is reimagining sports broadcasting to attract the younger generation, merging gaming and traditional viewing to keep fans engaged. The conversation highlights the dynamic shifts in tech and finance, igniting discussions on the future of investment and entertainment.
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23 snips
Sep 15, 2025 • 9min

Musk Buys $1B in Tesla Stock, China Accuses Nvidia of Breaking Anti-Monopoly Law

This podcast dives into the latest stock market trends, highlighting Elon Musk's daring $1 billion Tesla stock purchase. It details the contentious U.S.-China tech dynamic, focusing on NVIDIA's legal troubles. Listeners will also discover the fallout affecting analog chip manufacturers amid trade tensions. Plus, intriguing family ties between the CEOs of NVIDIA and AMD add a personal twist to the tech scrutiny. Tune in for insights and updates on the evolving financial landscape!
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42 snips
Sep 14, 2025 • 30min

The Real iPhone Story Apple Investors Are Missing | Mark Gurman

Mark Gurman, a renowned tech writer at Bloomberg with insider knowledge on Apple, breaks down the recent unveiling of the iPhone 17 lineup. He discusses the unexpected muted reaction from Wall Street and how the new iPhones, particularly the iPhone Air, could boost revenue without a super-cycle. Gurman emphasizes Apple's strategy of prioritizing hardware that consumers desire over chasing AI trends and elaborates on their supply chain shifts amidst global trade challenges and the political landscape.
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7 snips
Sep 13, 2025 • 11min

Deep Dive: Can the Figure IPO Live Up to the Hype?

Figure Technologies aims to revolutionize Wall Street by leveraging blockchain to eliminate middlemen in finance. They promise to streamline processes like home loans, making them faster and cheaper. The discussion dives into Figure's business model and revenue streams, questioning whether they can genuinely transform capital markets or if they're just rebranded lenders. Expect insights into their efficient loan origination methods and ambitious plans to impact the broader financial landscape.
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32 snips
Sep 12, 2025 • 10min

Paramount Plans Bid for Warner Bros. Discovery, Gemini IPO on Deck

The podcast dives into Paramount's ambitious bid for Warner Bros. Discovery, exploring its potential impact on the entertainment landscape. Small-cap stocks are on the rise, with a spotlight on Opendoor's new CEO and the much-anticipated Gemini IPO. Adobe shines with impressive financial gains, driven by AI, while RH faces revenue challenges. The hosts also discuss how streaming giants influence Emmy nominations amidst declining ratings, setting the stage for an evolving awards landscape.
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22 snips
Sep 11, 2025 • 10min

Opendoor Soars 50% After Naming New CEO, Figure ($FIGR) Awaits First Trade

Discover the latest trends in the stock market, including Figure's successful IPO and Opendoor's impressive stock surge after a new CEO is named. Dive into Amazon's ambitious entry into self-driving vehicles with Zoox, and see how this new player stacks up against industry giants like Waymo. Plus, get insights on upcoming IPOs and investor reactions to the current economic climate, including inflation reports. It's a thrilling analysis of the shifting landscape of finance and technology!

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